CIK 1482012
Smith Salley Wealth Management
Institutional 13F holdings & portfolio
Holdings
264
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 264
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 3K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| CALM | CAL MAINE FOODS INC | 5K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 553 | $100K–$500K | SH |
| PPG | PPG INDS INC | 4K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 3K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| XHB | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 968 | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 655 | $100K–$500K | SH |
| LOB | LIVE OAK BANCSHARES INC | 9K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| IJS | ISHARES TR | 3K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 626 | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 732 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 784 | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 756 | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 6K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 450 | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 626 | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 5K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 4K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 762 | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 1K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IYH | ISHARES TR | 4K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 801 | $100K–$500K | SH |